About Us
OneBridge Advisors began October 2022 to make it easier for small to midsize businesses and nonprofits to access valuable insight on tax credits and other matters that can make a significant difference in their ability to grow and scale. We chose to begin our journey with the Employee Retention Credit due to the overwhelming amount of confusion we found in the marketplace. We did extensive research to fully understand it, and identify highly qualified firms with the expertise to unlock the funds that are rightfully deserved.
We have since added the ability to help individuals filing a Schedule SE claim the Self Employed Tax Credit. SETC provides up to $32,200 per person. Examples include those who receive a 1099 or K1, and ministers who claim the housing allowance.
Later in 2024, more opportunities to serve businesses and nonprofits will be unveiled.
Dean Francis
Jim Murphy
Andy Koepke
Jamie Kight
Christian Francis
Ann Manalo
Dean Francis
CEO & Senior Consultant
Jim Murphy
Chief Operations Officer
Andy Koepke
Senior Consultant and CEO of CLRA
Jamie Kight
Marketing Strategy Consultant
Christian Francis
Digital Marketing Consultant
Ann Manalo
Senior Executive Assistant
Our Supporting Partners
OneBridge Advisors™ partners with the best providers in the tax credit space.
Jorns & Associates has filed for ERC on behalf of 15,000 employers, and through its national network of CPAs, aims to help 1 million individuals file for the Self Employment Tax Credit.
The team at Experian boasts 25 years of experience, which includes building the Tax Credit Company to one of the largest tax credit firms in the nation, before being acquired by Experian. They are experts in the large employer ERC space. In total, they have filed on behalf of 4000 employers, with their largest filing being $59,000,000.
Andrew King – owner of Hundredfold Consulting – is an MBA and qualified tax professional who built an impeccable reputation over 15 years in the non-profit space. Hundredfold has filed on behalf of 1000 employers, with their largest filing being $17,000,000.
In addition to our supporting partners, we are proud of our outside tax counsel from Daniel Mayo at Withum, who helps clarify our understanding of ERC.
Justin Jorns, CPA and CEO
Tony Swantek, COO
David Hahn, Head Tax Attorney and Qualifications Director
Matthew McClintock, Tax Attorney
Brandon Edwards, Chief Strategy Officer
Matthew Kelley, Lead ERC Tax Attorney and VP of Tax Consulting Solutions
Max Shenker, Vice President
Andrew King, President & CEO
- Info@OneBridgeAdvisors.com
- 1108 E. Main St., STE 906 Richmond, VA 23219
- Mon.-Fri. 8 a.m.- 8 p.m. EST, Sat. 10 a.m. - 6 p.m. EST
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